We're proud to have a team of professionals with over 50 years of combined experience, and strong strategic alliances to support us so that we may serve our clients' best interests. Preserving and growing your financial wealth requires sound counsel and expertise through a variety of strategies, services and products. Our team here at Ellis Insurance & Financial Group helps our clients navigate these oftentimes tricky pieces of financial planning* through a comprehensive suite of services and products.
As a valued client with Ellis Insurance & Financial, you have access to wealth of educational and informational resources. Through our varied alliances, we can provide a wide suite of videos, market and industry news, calculators and helpful links. This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
Gordon D. Ellis, Jr. and Daryl R. Ellis are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of LA, FL, GA, MN, MS, OH, TX, VA, WY, AL, AZ, IN, MO, TN, and WA.
As a valued client with Ellis Insurance & Financial, you have access to wealth of educational and informational resources. Through our varied alliances, we can provide a wide suite of videos, market and industry news, calculators and helpful links. This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
Gordon D. Ellis, Jr. and Daryl R. Ellis are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of LA, FL, GA, MN, MS, OH, TX, VA, WY, AL, AZ, IN, MO, TN, and WA.
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This article looks at high debt levels among older Americans and why it's important to analyze and address debt before retirement.
Gordon D. Ellis, Jr. and Daryl R. Ellis are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of LA, FL, GA, MN, MS, OH, TX, VA, WY, AL, AZ, IN, MO, TN, and WA.
No insurance business may be conducted outside these states referenced.
Gordon D. Ellis, Jr is a Member Agent of The Nautilus Group(R), a Service of New York Life Insurance Company.
Gordon D. Ellis, Jr. and Daryl R. Ellis are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of LA, FL, GA, MN, MS, OH, TX, VA, WY, AL, AZ, IN, MO, TN, and WA.
No insurance business may be conducted outside these states referenced.
Gordon D. Ellis, Jr is a Member Agent of The Nautilus Group(R), a Service of New York Life Insurance Company.
Daryl joined the New York Life family in 1995.
He quickly established himself as a student of the industry and an agent who keeps up with current insurance and financial product trends.
Offering outstanding service and true concern for his clients, Daryl hopes to earn their trust as he helps clients achieve their insurance and financial goals.
As father and son, Gordon and Daryl enjoy a relationship in business, family, and social activities as well.
Like Gordon, Daryl is a registered representative for NYLIFE Securities, LLC.
He quickly established himself as a student of the industry and an agent who keeps up with current insurance and financial product trends.
Offering outstanding service and true concern for his clients, Daryl hopes to earn their trust as he helps clients achieve their insurance and financial goals.
As father and son, Gordon and Daryl enjoy a relationship in business, family, and social activities as well.
Like Gordon, Daryl is a registered representative for NYLIFE Securities, LLC.
Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life, is a provider of holistic investment advisory and financial planning services.
We leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels.
Our firm's breadth and investment knowledge, coupled with Eagle's diverse team of investment experts, allows us to provide the continuous financial guidance needed to help our clients achieve long-term financial success.
We leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels.
Our firm's breadth and investment knowledge, coupled with Eagle's diverse team of investment experts, allows us to provide the continuous financial guidance needed to help our clients achieve long-term financial success.
At Ellis Insurance & Financial Group, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group(R) professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning.
This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.
Gordon D. Ellis, Jr. and Daryl R. Ellis are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of LA, FL, GA, MN, MS, OH, TX, VA, WY, AL, AZ, IN, MO, TN, and WA.
This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.
Gordon D. Ellis, Jr. and Daryl R. Ellis are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of LA, FL, GA, MN, MS, OH, TX, VA, WY, AL, AZ, IN, MO, TN, and WA.
As a Member Agent of The Nautilus Group(R), a service of New York Life Insurance Company, Gordon D. Ellis, Jr. works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving.
This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Through Eagle Strategies, we provide fee-based financial planning, investment advisory services and access to investment management programs.
Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.
This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Through Eagle Strategies, we provide fee-based financial planning, investment advisory services and access to investment management programs.
Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.
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